Portfolio Management Services (PMS)Compare Schemes
Abans Growth and Momentum vs Prabhudas-Aqua Strategy
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
Prabhudas-Aqua Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.46%
−0.63%
6 Months
7.53%
8.65%
1 Year
10.69%
10.66%
3 Years
9.96%
—
5 Years
10.97%
—
Since Inception
20.53%
22.10%
Fund Age
14 yrs 7 mo
2 yrs 7 mo
AUM
₹132.39 Cr
₹374.18 Cr
Alpha – 1 Year
5.97%
2.92%
Alpha – 3 Years
−2.13%
—
Information Ratio – 3 Years
-0.28
—
Volatility – 1 Year
20.88%
10.32%
Volatility – 3 Years
19.08%
—
Beta – 1 Year
1.15
0.27
Beta – 3 Years
1.12
—
Sharpe Ratio – 1 Year
0.34
0.50
Sharpe Ratio – 3 Years
0.32
—
Worst Rolling Year
-4.87%
—
Value at Worst Rolling Year
₹0.95 Cr
—
Deepest Drawdown
−22.42%
−8.56%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.43%
—
Median Rolling Year
20.05%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 47% · M 22% · S 18%
L 49% · M 41% · S 9%
Number of Stocks
23
37
Portfolio P/E
60.38
19.24
Top 5 Holdings
Bajaj Finance Ltd · 7.00%
Piramal Finance Ltd · 7.00%
Shriram Finance Ltd · 7.00%
ICICI Bank Ltd · 6.00%
Apollo Hospitals Enterprise Ltd · 5.00%
National Aluminium Company Ltd · 4.36%
Vedanta Ltd · 3.83%
BSE Ltd · 3.78%
Oil & Natural Gas Corpn Ltd · 3.58%
Hindalco Industries Ltd · 3.52%
Top Sectors
—
Financial Services · 22.51%
Metals & Mining · 21.08%
Oil, Gas & Consumable Fuels · 8.89%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%